ウェルスナビで全自動の資産運用を app icon

Apps Like ウェルスナビで全自動の資産運用を for iPhone and iPad

Invest in global assets automatically

Manage investments automatically with AI-driven portfolio selection and rebalancing. Answer 5 questions to customize strategy. Utilize NISA tax benefits automatically. Track performance and view detailed reports.

by WealthNavi Inc.★ 4.817 ratingsFinanceFreeData updated 2026-09-12

ウェルスナビで全自動の資産運用を screenshots

Ranked alternatives

Showing 761–780 of 1,000 ranked alternatives.

  1. RIQR app icon

    RIQR

    RIQR

    Track assets and manage your portfolio

    Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  2. Abacus Mutual app icon

    Abacus Mutual

    ABACUS CORPORATION PRIVATE LIMITED

    Track portfolio, view reports, manage assets

    Manage funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  3. Per Annum: Earn Higher Returns app icon

    Per Annum: Earn Higher Returns

    Transactree Services Private Limited

    Invest in assets and track daily

    Track investment performance with real-time updates. View daily interest transfers and manage funds through a curated list of alternate assets. Set up automatic reinvestment and monitor repayment history.

    ★ 4.01 ratingsFinanceFreeData updated 2026-09-06
  4. Grand Wealth Management LLC app icon

    Grand Wealth Management LLC

    Grand Wealth Management, LLC

    View portfolio data securely

    Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  5. Rachit Finserv app icon

    Rachit Finserv

    Excel Net Solutions Private Limited

    Track portfolio assets and download reports

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  6. Gera Wealth app icon

    Gera Wealth

    Gera Wealth Private Limited

    Track assets, view reports, manage investments

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  7. ArhamShare: Mutual Fund app icon

    ArhamShare: Mutual Fund

    ARHAM SHARE PRIVATE LIMITED

    Track investments and manage portfolio assets

    Manage and monitor funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  8. Gandhi Backoffice app icon

    Gandhi Backoffice

    Gandhi Securities And Investment Private Limited

    Track account balances and trade positions

    Track investments in Indian Equity, Derivatives, Commodities, and Currency markets. View account balances, monitor trades, and access portfolio details. Receive real-time market data and execute orders through the back office interface.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  9. MiniCryptoTracker app icon

    MiniCryptoTracker

    Samer Asaad

    Track crypto prices and view portfolios

    Track cryptocurrency prices and portfolio performance. View market charts, capitalization, and trending tokens. Add notes and save portfolio details. Refresh data automatically. Access widgets for quick insights. Monitor price changes in real-time.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  10. Ganadeesha app icon

    Ganadeesha

    Excel Net Solutions Private Limited

    Track investments and manage portfolio assets

    Track and manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio statements. Access transaction history for any period.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  11. Param Investments app icon

    Param Investments

    PARAM INVESTMENTS MF SERVICES LLP

    Track portfolio, manage assets, view reports

    Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-17
  12. PA Wealth app icon

    PA Wealth

    PA WEALTH PRIVATE LIMITED

    Track assets, view reports, manage investments

    Manage and monitor financial portfolio with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  13. WeDiligent app icon

    WeDiligent

    Excel Net Solutions Private Limited

    Track assets and manage your portfolio

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  14. finozone app icon

    finozone

    FINOZONE FINANCIAL SERVICES IMF PRIVATE LIMITED

    Track investments and manage portfolio assets

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  15. Clearstead Advisors, LLC app icon

    Clearstead Advisors, LLC

    Clearstead Advisors, LLC

    View portfolio, track assets, access account values

    View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  16. Fundscart app icon

    Fundscart

    FINDOM CAPITAL PRIVATE LIMITED

    Track assets, manage funds, view reports

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-17
  17. Think Finserv app icon

    Think Finserv

    THINK FINANCIAL INTERMEDIARY SERVICES PRIVATE LIMITED

    Track portfolio assets and manage investments

    View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  18. Vika Wealth app icon

    Vika Wealth

    KUBER MONEYMART

    Track assets and manage your portfolio

    Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.